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Parkworth Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Parkworth Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$226 Hold
2
– – ﹤0.01% 906
2025
Q1 		$223 Hold
2
– – ﹤0.01% 692
2024
Q4 		$217 Buy
+2
New +$197 ﹤0.01% 732

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Parkworth Wealth Management's AGG Position: Q2 2025 in Review

Parkworth Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2025 at 2 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Parkworth Wealth Management first reported a position in AGG in Q4 2024 and has held it in 3 quarters since. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of iShares Core US Aggregate Bond ETF worth $226 as of Q2 2025.
  • Parkworth Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2025.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #906 holding.
  • Parkworth Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.